Assigning a checklist to a mentee

You can assign checklists to your mentees. Managers can also assign checklists to their direct reports, who can also be your mentees. You can see all checklists assigned to your mentees.

Note: 

You can also perform this task on the Checklists tab on the mentee's profile.

To assign a checklist to a mentee

  1. In your Mentor space, access Checklists > Checklists.
  2. On the Assign tab, select the mentee, then select Assign Checklist.
  3. On the Assign Checklist form, use the following guidelines to enter field values.
    Checklist

    Required. Select the checklist you want to assign.

    Due Date

    Required. Enter the checklist due date.

    Reason

    Select a reason for this action.

    Comment

    Enter comments.

  4. Click OK.

    You can now view the checklist assignment for the mentee on the Monitor tab and on Active Checklists panel of the mentee's profile.